** PLEASE READ** ProjectsForce 360 February 8, 2026 Release Notes
** PLEASE READ** ProjectsForce 360 February 8, 2026 Release Notes
February 06, 7:58am
February 06, 7:58am
ProjectsForce 360 February 8, 2024 Release Notes ** Please Read UI Enhancement **
V V IMP - UI UX Enhancements
ProjectsForce 360* would be rolling out a new UI & UX update designed to deliver a cleaner look, smoother navigation, and a more intuitive experience—while keeping all existing functionality unchanged.
Highlights of this release:
Modernised header with full mobile responsiveness
Redesigned navigation menu for faster and easier access
Refreshed dashboard with improved clarity and interaction with a new button of Modern View
Enhanced widgets (Progress Bar, Gauge, Cards) with better tracking and insights
Custom color options for bar and line charts
Revamped Role & Permission management with smarter grouping and search
Consistent visual improvements across the application (icons, layouts, styling)
No action is required from your side. For full details, please refer to the detailed document shared earlier.
Active Users in Order
The system will launch a feature for all tenants to track active users viewing the same job on the web admin portal in real time. It displays user names when active and removes them when inactive. Access this feature on the top blue bar of the project details page in both old and new project layouts.
Technician Category / Skills
To enhance control over the technicians group by work category and skills, the system adds two dynamic dropdown fields—User Category and User Skills—on User Management → User details. Tenants can define values and assign them to their teams as needed.
These values appear on Technician cards in Calendar and Scheduler under the technician's name.
They also appear with the Sorting option to manage the technicians list as needed.
The additional global filter options let users filter technicians by category and skills, enabling job assignments based on these criteria.
For the reporting purpose, these new fields would be exposed to the widgets as well under the User Details table.
ProjectsForce 360* Inventory Mobile App
ProjectsForce 360* recently launched a mobile app for Inventory Management on the Play Store (Android) with key features as:
Secure User Login
Centralised Dashboard with key operational insights
Informative widgets.
(Item to receive today, 7days, 14days)
Inventory Schedule Tomorrow
Inventory schedule Today
Quick Actions to navigate on different screens
Quick Scan Screen
Technicians Screen
Technicians Items Screen
Inventory Adjustment Screen
Item Details Screen
Bin Details Screen
Receiving & Dispatch Module (Quick Scan)
Adjustment can be receive, dispatch, change bin, and Return Item to adjustment by scanning the bar code.
User can update quantity, location and add notes
Print label
Core Operational Modules Quick Scan (Receiving & Dispatch)
Barcode-based receiving and dispatch
Ability to:
Users can update:
Direct label printing from the screen
Technician Management
Technician List
View all technicians
Print technician barcode labels
Technician Items (Inventory Schedule – Today & Tomorrow)
View technicians scheduled for dispatch
Dispatch items via barcode scanning or manual selection
Support for staging and progress tracking
Inventory Adjustment Module
View all inventory adjustments for the selected warehouse
Capabilities include:
Add item configuration when not already available
Create new adjustments
Edit or delete existing adjustments
Receive, dispatch, or mark items as staged
Print labels for adjustments
Bin Management:
View list of bins for the selected warehouse
Print barcode labels for individual bins
Label Printer:
Adjustment, Bin, Technician labels can be print using Brother thermal printer
Configuration Screen
User can change Tenant and warehouse
Users can access the app after the tenant enables company-level configuration under Product & Inventory Management → Inventory Mobile App.
Once enabled, a new column appears at the Role level as Inventory Mobile App, allowing admins to assign permissions to specific roles.
Un-authorized users cannot access data on the mobile app.
Tenants will see two changes on the admin portal as well after granting tenant level Inventory permission.
PF pulls barcodes for items in Items Master if shared by FCB2B vendors; otherwise, the system generates barcodes automatically when creating new items.
Barcodes appear on inventory adjustment screens, created automatically for each adjustment.
Time Off & Block Time Widget
A new table called Time Off and Blocked Time lets admins view all time off requests from Availability updates and blocked time requests made directly on the Calendar. Both request types can be filtered by Type and include various fields for reporting.
Private Project - Store Modification
The system now allows users to modify the associated Store on the Project for non-connected jobs (where the source is not Lowe's or HomeDepot)
CRM Enhancements
To improve the CRM module experience, the system will roll out these enhancements across various CRM modules:
Territory Configuration
This is available at tenant configuration page
User can add new territory with dynamic dropdown and map zip code with territory being prepopulated through out the application in all modules like Client, Opportunity and Project
Client Listing
There are new columns added in list page: Company Name, Client Type and Work Type
Client:
The new field as “Client Type” on Client info page with the below two values (only one can be selected at a time)
Private/Individual - will work as residential where no company information is required.
Company – will work the same as commercial, where the company information section will be visible on the top of the screen with other details.
“Type” Field Modification: Currently the “Type field” that we have should be renamed with “Work Type” with the 3 values as: Commercial, Residential & Both
There will be separate section: General, Company, Address and Contacts
Company section will appear when Client Type is Company and Company Name will be mandatory field
Multiple Contacts can be added with one of them as Primary.
Each Contact will have First Name, Last Name, Job Title, Job Role, Primary Mode of Contact, Multiple Phone Numbers and Multiple Email Addresses
Each Contact can have multiple phone number and email addresses
Among multiple phone numbers, one can be marked as Primary and similarly in email addresses.
Client Page in View mode
Opportunity
Except Status, all the fields are now optional
Few new fields are introduced:
Active Days: Need to expose the new fields to mention the no. of days calculated from the opportunity is created to current day. Each individual opportunity will have active days.
Need to identify the status to mark this field as stop from then the calculation of the days will get stopped once the opportunity is closed, sold or completed. 1
Probability: Need to expose this field to examine the current probability of closing the opportunity, equally proportionate based on the final status, which will contain the simple value as text input field which will have the value from 0%-100%.0.5
Schedule Opportunities: Need to add the fields to schedule the opportunity with assigning it to the user mentioned in the list (this will be permission based and only those user name will be shown in the drop down list who will have the permission to give the demo) and show that on calendar, so that user can manage the opportunity scheduler then & there on the opportunity page instead of going on the project page again & again for the same. This will include the below two additional fields also:
Demo Start Time
Demo End Time
Assign To
Forecast Close Date: Need to add the field at opportunity level when the opportunity is created, which will be the estimated dates of opportunity closure at
All the fields are now in Opportunity Audit Log
Filter is added to view specific field logs
Opportunity Assignment is based on permission which can be given from User Management page:
All the assigned Opportunity will be appeared in Scheduler Calendar as well
Widget
Territory fields be available in Columns and Filter dropdown
All the new fields are available in widget configuration as well
Service Time Consumption (%) in Technician Profiles
We’ve introduced a new field called Service Time Consumption (%) in
Admin → User Management → Add/Edit User.
This value indicates how fast or slow a technician performs work compared to your standard service time.
Default for all existing users: 100%
Allowed Range: 1% – 200%
Below 100% → Lesser time consumption (Technician works faster)
100% → Standard time consumption
Above 100% → Technician consumes more time
How It Affects Job Duration
This feature is active only when your company’s Service Time Setting is configured as Item Coverage.
When enabled, the system recalculates the job duration based on each assigned technician’s Service Time Consumption (%) against each labor item the technician is assigned to.
Examples
Base Time: 300 min
Technician at 60% → 180 min
Technician at 160% → 480 min
When Job Duration Updates Automatically
The Job duration will update whenever:
Scheduling a project from the Scheduler
Manual scheduling using the Schedule Info tab
Using Online Scheduling
Using Customer Scheduling
Technicians are added or removed from Individual Project Items
Labor Items are added or removed
As the service time for each item will adjust accordingly.
New UI Indicators
If the recalculated service time differs from the original standard time, the UI will display an icon, on hover of which, a tooltip will display:
Original Total Service Time
Current Total Service Time
Service Time Consumption (%) for all assigned technicians
This helps you clearly understand how technician efficiency affects the total service time for that item.
Dynamic Dropdown - Client Source, Opportunity source, Opportunity Status, Project Status
ProjectsForce 360* is gradually converting all core dropdowns in the system into dynamic dropdowns, allowing tenants and authorized users to add, modify, or delete dropdown values.
Some values will be non-editable as they are mandatory and default from an operational perspective.
The upcoming release will make Client Source, Opportunity Source, Opportunity Status, and Project Status dynamic dropdowns. (Project Type and Project Category will be added in future releases)
Users with permission to modify each dropdown will see a new icon next to the field; clicking it opens a pop-up to manage values.
If a user deletes a value, the system marks it as soft deleted. If the value associates with any record, the system highlights it in red. Once a new value updates the record, the deleted value removes from the list.
Scheduler - Coverage Based Technicians
Currently, the technicians list on Scheduler is based on matching the job clicked in the RTS table to the technician’s job coverage. Technicians without defined coverage are also eligible for all work and being shown in the list.
To improve accuracy, we added a new configuration option called Scheduler – Coverage Based located at:
Admin → Configuration → Additional Features → Scheduling & Assignment → Scheduler
This option is disabled by default.
What This Feature Does
When Scheduler – Coverage Based is enabled, the Scheduler will display only those technicians who have the required job coverage defined for the selected project.
This applies when:
You double‑click a project from Scheduler → Ready to Schedule Report, or
You open the Scheduler directly from a project page
User Control in the Scheduler
When this configuration is enabled at the company level:
A toggle button is available on the Scheduler page, allowing users to enable or disable this feature for their own view.
Inventory Management Preview
The system will roll out an enhancement for items with inventory enabled. Hovering over the small Inventory icon on Project Items will display a quick preview of all adjustments, dates, warehouse details, and the quantity of that item. Clicking the icon will open the full Inventory Management module to perform transactions like existing functionality. This change reduces unnecessary steps, allowing users to preview details by hovering instead of opening the entire module.
Source Category on Calendar Cards
Under Company Configuration → Scheduler configuration, the system will add a new optional Source Category. If the tenant admin selects it, they can see the Source Category field on Calendar job cards. By default, it is not selected for any tenant.
Send Signature Document URL Via Email as well
Similar to SMS functionality, the system will roll out a feature for project documents marked eligible for Signature. Users can send the signature URL to customers via email, allowing them to access the document and provide consent easily. Once signed, the email icon turns green, and a green pen appears on the document to indicate the signature is captured. The customer also receives a copy of the signed document.
Project Document / Photos as an email attachment
The system will roll out a feature allowing direct attachment of project documents or photos to emails sent to customers from the project. This eliminates the need to download files locally and then re-upload them.
To access this feature:
Select the required documents or photos in a project and click the Compose Email button. This redirects to the email tab with the selected files attached. Then, type the message and send.
Go to Communication → Email tab under the project, click Attach Photos and Docs, preview available or uploaded files, and select those to send to the customer or another email address.
Assign Technician on Product Items
Similar to the assignment of technicians on Labor Items, now user can also assign technicians on product items as well.
To enable this, tenant has to enable the new permission under Company Configuration → Scheduling Assignment as Assign Technician to Product Item.
For the tenants who has enabled this company permission, additional permissions are added for their users with role based permission under Projects as Assign Technician on Product Item and Product Technician Visibility Controls to control the assignments on specific line items.
Similarly technicians can now see their assigned line items on mobile devices as well with the item description and quantity based on their allocations
Phone # / Email Pop Up When Sending Email / SMS
To override the default behavior of always using the primary email or SMS, the system will introduce a new feature across the application (CRM modules and Projects). When sending SMS or emails, users will see the contact's name and all associated numbers, allowing them to select which to use. Users can also enter any number manually to send communication if needed.
New Column in Widgets : Left Message Log
The system provides various stages for the Left Message quick action button, user finds its difficult to report when a job moves from Left Message 1 to Left Message 2 and further.
The system adds a new field to the widgets Project table named Left Message Log, capturing the timestamp when any left message event triggers. This enables use of the new columns in report filters to consider or exclude jobs as needed.
Fixes for Pin Input Box
Minor fixes would be rolled out to improve the user experience when typing or updating the 4-digit PIN.
Web & Mobile - Permission Driven Login
ProjectsForce 360* is adding few new columns under the user management listing page as Admin Web Portal, Field Mobile App, Inventory Mobile App to specifically control or monitor the usage of ProjectsForce application. Unauthorised users would get a message while they try to access the web or mobile apps.
Note: Logged User on web portal, cannot change his current role permission of Admin Web Portal
EPA Details Enhancements
The system will fix EPA Details tenant-level or project-level configuration to include dependent fields based on the selected value. This change prevents failures when calling Source APIs.